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Laidlaw Wealth Management’s Cleveland-Cliffs CLF Stock Holding History

Laidlaw Wealth Management’s Portfolio CLF Stock Details CLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-13,479
Closed -$207K – 330
2022
Q2 		$207K Sell
13,479
-2,319
-15% -$55.4K 0.04% 339
2022
Q1 		$509K Sell
15,798
-3,864
-20% -$88.1K 0.09% 216
2021
Q4 		$428K Buy
+19,662
New +$424K 0.07% 248

Other funds holding CLF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $366M AUM 29.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Laidlaw Wealth Management's CLF Position: Q3 2022 in Review

Laidlaw Wealth Management sold out of Cleveland-Cliffs (CLF) in Q3 2022, closing a stake of 13,479 shares — an estimated $207K sold.

Laidlaw Wealth Management first reported a position in CLF in Q4 2021 and held it in 3 quarters. The position peaked at $509K in Q1 2022. 596 funds tracked by Wall St. Rank hold CLF as of Q3 2022.

  • Laidlaw Wealth Management reported no remaining Cleveland-Cliffs position as of Q3 2022 after selling out during the quarter.
  • Laidlaw Wealth Management sold 13,479 Cleveland-Cliffs shares in Q3 2022, an estimated $207K.
  • Laidlaw Wealth Management first reported a position in Cleveland-Cliffs in Q4 2021 and held it in 3 quarters.
  • Laidlaw Wealth Management's Cleveland-Cliffs position peaked at $509K in Q1 2022.
  • 596 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q3 2022.

Based on Laidlaw Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.